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Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
Getting More From Siebel
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Getting More From Siebel

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  • 1. Getting More from Siebel Siebel 8.0 Upgrades
  • 2. Agenda Siebel 8 Upgrade Strategy Why Upgrade ? Strategic Considerations
  • 3. Agenda Siebel 8 Upgrade Strategy Why Upgrade ? Strategic Considerations
  • 4. Why our customers are upgrading to Siebel 8 <ul><li>Companies are constantly trying to modernize their CRM investments in order to accomplish 3 broad objectives: </li></ul><ul><li>Empower Users </li></ul><ul><ul><li>Need to have proactive, real time insight at the moment of customer interaction through a flexible, role-based user interface </li></ul></ul><ul><li>Enable Business Responsiveness </li></ul><ul><ul><li>Enable the business to respond to ongoing business process changes without incurring production downtime </li></ul></ul><ul><li>Establish Superior Ownership Experience </li></ul><ul><ul><li>Provide choice by supporting multiple deployment options and ease of manageability and integration at the lowest cost </li></ul></ul>
  • 5. Siebel CRM 8.1 Upgrade Benefits Summary <ul><li>Siebel Sales with adaptive forecasting </li></ul><ul><ul><li>More accurate forecasts, order-to-close processes Meet sales/revenue targets more often Increased revenue </li></ul></ul><ul><li>Siebel Partner Relationship Management </li></ul><ul><ul><li>Control deals and pricing of products and services Reach operating margins Improved profit </li></ul></ul><ul><ul><li>Channel and marketing fund use and allocation Effectively deploy dollars Reduced costs </li></ul></ul><ul><li>Siebel Marketing </li></ul><ul><ul><li>Lead scoring, email routing Better candidate qualifications Improved sales </li></ul></ul><ul><li>Siebel Loyalty </li></ul><ul><ul><li>Web marketing and loyalty programs tie-in Creates new revenue channels Increased revenue </li></ul></ul><ul><li>Siebel Self-Service </li></ul><ul><ul><li>Ecommerce for sales online- integrated Creates a new revenue channel Increased revenue </li></ul></ul><ul><ul><li>Electronic service with chat, search Customer self service reduces calls Reduced operating expense </li></ul></ul><ul><li>Siebel Contact Center Anywhere </li></ul><ul><ul><li>Integrates a full call center as a service Replaces existing hardware structure Eliminates expenses, capital </li></ul></ul><ul><li>Social CRM Applications </li></ul><ul><ul><li>Analyzes sales patterns, how-to presentations More revenue optimization, customer service Increased net profit </li></ul></ul><ul><ul><li>Web 2.0 Tie-in to Facebook and more New sales channels, reduced integration New revenue </li></ul></ul><ul><li>PDA Assistant </li></ul><ul><ul><li>Allows sales updates from any rep anywhere Update information anywhere Increased productivity </li></ul></ul><ul><li>Business Intelligence </li></ul><ul><ul><li>Significantly improved analytics and reporting Better complex sales support Increased productivity </li></ul></ul><ul><li>Sales Processes Spanning Desktop and Enterprise Apps with Siebel CRM Outlook Edition </li></ul><ul><ul><li>Easier to use, learn and adopt Reduce adoption and roll-out costs Reduced expenses </li></ul></ul>Feature Benefit Business Result
  • 6. Siebel CRM Release History Q3 2002 Spring 2004 Spring 2005 Siebel 7.5 <ul><li>Best Practice Business Processes </li></ul><ul><li>Web Services Support </li></ul><ul><li>Performance Enhancements </li></ul><ul><li>Unicode Support </li></ul><ul><li>Innovative Industry Functionality </li></ul><ul><li>Deeper CRM, Analytics </li></ul><ul><li>World Class Marketing </li></ul><ul><li>Continued TCO Improvements </li></ul><ul><li>Continued Usability and Performance Improvements </li></ul>Siebel 7.7 Siebel 7.8 Siebel 8.0 <ul><li>World Class Customer Order Mgmt </li></ul><ul><li>Industry Apps Enhancements </li></ul><ul><li>Deeper Industry Analytics </li></ul><ul><li>Make CRM Smarter </li></ul><ul><li>Enhanced Integration and Web Services Support </li></ul><ul><li>New Task Oriented User Interface </li></ul><ul><li>New Search Interface </li></ul><ul><li>Haley Rules Engine </li></ul><ul><li>Application Deployment Management </li></ul><ul><li>Customer Facing Web Services </li></ul>Latest Version Siebel 8.x <ul><li>Embedded Analytics </li></ul><ul><li>Distributed Order Orchestration </li></ul><ul><li>Deeper Office Integration </li></ul><ul><li>Enhanced Industry Applications </li></ul><ul><li>Next-Gen Self Service </li></ul>
  • 7. Siebel 8.0 – Raising the bar in CRM Service <ul><li>Field Service Execution Tasks </li></ul><ul><li>Managed Services support </li></ul><ul><li>Store-and-forward to the Laptop </li></ul><ul><li>SOA: Inventory/Entitlement </li></ul><ul><li>Portfolio Management Process </li></ul><ul><li>Advanced Sales Forecasting </li></ul><ul><li>Territory Management </li></ul><ul><li>PRM Contract Enhancements </li></ul><ul><li>SOA: Partner Registration </li></ul>Sales <ul><li>Convergent Billing </li></ul><ul><li>Versioned Hierarchy </li></ul><ul><li>Dispute Management </li></ul><ul><li>SOA: Asset Registration </li></ul>Self-Service Marketing <ul><li>Offer Management </li></ul><ul><li>Marketing Initiatives </li></ul><ul><li>Dynamic Segment Attributes </li></ul><ul><li>Loyalty enhancements </li></ul><ul><li>SOA: Event Registration, Web Mktg </li></ul>CDI <ul><li>Universal Data Quality Integration Framework </li></ul><ul><li>Enhanced Data matching </li></ul><ul><li>Privacy Management </li></ul><ul><li>SOA: CDI Data access </li></ul><ul><li>SOA: Catalog/Configurator </li></ul><ul><li>SOA: Shopping Cart services </li></ul><ul><li>SOA: Asset-based/Network Orders </li></ul><ul><li>Procedural Condition support </li></ul>Customer Order Mgt
  • 8. Agenda Siebel 8 Upgrade Strategy Why Upgrade ? Strategic Considerations
  • 9. Strategic Considerations for a successful Siebel Upgrade 1. Define A Strategy : Upgrade for the right reasons, at the right time 2. Plan : Start with a process &amp; define an aggressive, achievable plan 3. Establish Governance : Be closed-loop &amp; business-driven 4. Manage Change : Prepare your end-users and get them excited!
  • 10. Define A Strategy: Identify Your Upgrade Objectives <ul><li>What do you want to gain? </li></ul><ul><ul><li>Performance </li></ul></ul><ul><ul><li>Usability </li></ul></ul><ul><ul><li>New Product Features </li></ul></ul><ul><ul><li>Existing defect fixes </li></ul></ul><ul><li>Where are your dependencies? </li></ul><ul><ul><li>Timing – e.g. quarter/year end </li></ul></ul><ul><ul><li>External conditions – e.g. activity at a competitor </li></ul></ul><ul><ul><li>Dependencies – e.g. database/platform upgrade </li></ul></ul><ul><ul><li>Resources – e.g. do you have the staff in-house? </li></ul></ul><ul><li>How much can you afford? </li></ul><ul><ul><li>System availability &amp; downtime </li></ul></ul><ul><ul><li>Resource vs. opportunity cost </li></ul></ul><ul><ul><li>Implementation timeframe </li></ul></ul><ul><ul><li>Schedule flexibility </li></ul></ul>1 2 3 4
  • 11. Define A Strategy: Choose The Right Strategy For Your Business Rate Of Change Scope Of Change Concise <ul><li>‘ 0 Regression’ Upgrade </li></ul><ul><li>Supports same processes pre/post upgrade </li></ul><ul><li>Leverages usability &amp; performance gains </li></ul><ul><li>Rapid to implement due to reduced complexity </li></ul><ul><li>Reduced impact on business resources </li></ul><ul><li>‘ Platform’ for future process improvements </li></ul><ul><li>Ideal for frequent upgrade strategies </li></ul><ul><li>Frequent Upgrades </li></ul><ul><li>Upgrade to each significant release </li></ul><ul><li>‘ Latest &amp; greatest’ features always available </li></ul><ul><li>Reduces scope of each upgrade </li></ul><ul><li>Repeated experience perfects the process </li></ul><ul><li>May require frequent end-user trainings </li></ul><ul><li>Aligns with reduced-scope upgrade strategies </li></ul>Expansive <ul><li>Process Improvement Upgrade </li></ul><ul><li>Bundles functional enhancements with upgrade </li></ul><ul><li>Leverage new product features &amp; processes </li></ul><ul><li>Provides more tangible benefits for the business </li></ul><ul><li>Maximizes value of down-time </li></ul><ul><li>Driven by contents of a particular release </li></ul><ul><li>Well suited to ‘As Needed’ upgrade strategies </li></ul><ul><li>As Needed </li></ul><ul><li>Upgrade only when necessary </li></ul><ul><li>Better in cases where any down-time is too much </li></ul><ul><li>Requires less permanent IT staff </li></ul><ul><li>More focused on the content of the release </li></ul><ul><li>Requires less on-going change management </li></ul><ul><li>Most effective with enhancement strategies </li></ul>Measured Rapid 1 2 3 4
  • 12. Thank You

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